2024.3 July through September 2024

Release Highlights - July through September 2024

iJoin has been updated with the following changes:

• Franklin Templeton Dynamic Fee Support: Our managed account fee calculation engine can now support dynamic/leveled fees associated with the Franklin Templeton managed account solution. This feature will automatically determine the appropriate fee to be assessed for each applicable Franklin Templeton managed participant based on the count of FT funds within the plan's lineup. (Release 8/8/24).
• BlackRock Managed Accounts:  We are happy to introduce BlackRock as the latest entrant to our Managed Account Marketplace. This solution uses an asset allocation modeling solution developed by BlackRock to work in concert with a plan's existing fund lineup to construct personalized portfolios for plan participants. Just like any of our other managed account providers, this solution can be used as QDIA and work inside of our existing re-enrollment fuctionality. (Released 8/8/24)

For more information, please contact iJoin Sales at ijoinsales@ijoinsuccess.com.